Salary Range
Low (10th %)$82,870
Median$156,100
High (90th %)$--
AI Prompt Guides for Investment Fund Managers
Unlock expert prompt guides tailored for this Investment Fund Managers. Get strategies to boost your productivity and results with AI.
AI Prompt Tool for Investment Fund Managers
Experiment with and customize AI prompts designed for this occupation. Try, edit, and save prompts for your workflow.
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
The automation risk for the occupation "Investment Fund Managers" is assessed at 51.6%, which is slightly lower than its base risk of 52.5%. This moderate risk suggests that while many tasks in this role are susceptible to automation, a significant portion still requires human expertise. The core reason for this level of risk is that investment fund management involves both routine, data-driven processes and more complex, judgment-based activities. Automation can readily streamline repetitive and quantitative aspects but struggles with tasks that demand creativity and nuanced judgment. The most automatable tasks within this occupation are centered on process-driven activities. These include managing investment funds to maximize returns, selecting specific investments or mixes for purchase, and monitoring financial or operational performance to ensure the portfolio meets risk goals. Such responsibilities often utilize standardized procedures, historical data, and real-time analytics—all areas where advanced algorithms, machine learning, and automation technologies excel. As a result, these aspects of the investment process can be efficiently handled through automation, contributing significantly to the overall automation risk of the role. In contrast, tasks resistant to automation are less structured and require a degree of originality and deep domain expertise. Analyzing acquisitions for alignment with strategic goals or regulatory frameworks, conducting or evaluating detailed research, and making nuanced selections of investments based on qualitative factors all retain a strong need for human input. Bottleneck skills like Originality, measured at relatively low but critical levels (3.4%-3.5%), represent unique human capabilities such as creative problem-solving and innovative thinking—dimensions where machines currently lag behind. Therefore, while technology will continue to augment investment fund management, the occupation’s enduring requirement for originality tempers its overall automation risk.
Filter by Automatable Status
Manage investment funds to maximize return on client investments.
Partially Automatable
Select specific investments or investment mixes for purchase by an investment fund.
Partially Automatable
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Partially Automatable
Select or direct the execution of trades.
Partially Automatable
Develop or implement fund investment policies or strategies.
Partially Automatable
Present investment information, such as product risks, fees, or fund performance statistics.
Automatable
Develop, implement, or monitor security valuation policies.
Partially Automatable
Meet with investors to determine investment goals or to discuss investment strategies.
Partially Automatable
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Partially Automatable
Prepare for and respond to regulatory inquiries.
Partially Automatable
Hire or evaluate staff.
Partially Automatable
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
Partially Automatable
Develop or direct development of offering documents or marketing materials.
Partially Automatable
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
Partially Automatable
Verify regulatory compliance of transaction reporting.
Partially Automatable
Review offering documents or marketing materials to ensure regulatory compliance.
Partially Automatable
Identify group or individual target investors for a specific fund.
Partially Automatable
Direct activities of accounting or operations departments.
Partially Automatable
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Partially Automatable
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
Partially Automatable
Reading ComprehensionCritical ThinkingActive LearningComplex Problem SolvingInstallationEquipment MaintenanceQuality Control AnalysisSystems EvaluationManagement of Financial ResourcesManagement of Personnel ResourcesActive ListeningWritingSpeakingMathematicsScienceLearning StrategiesMonitoringSocial PerceptivenessCoordinationPersuasionNegotiationInstructingService OrientationOperations AnalysisTechnology DesignEquipment SelectionProgrammingOperations MonitoringOperation and ControlTroubleshootingRepairingJudgment and Decision MakingSystems AnalysisTime ManagementManagement of Material Resources
Arm-Hand SteadinessAuditory AttentionCategory FlexibilityControl PrecisionDeductive ReasoningDepth PerceptionDynamic FlexibilityDynamic StrengthExplosive StrengthExtent FlexibilityFar VisionFinger DexterityFlexibility of ClosureFluency of IdeasGlare SensitivityGross Body CoordinationGross Body EquilibriumHearing SensitivityInductive ReasoningInformation OrderingManual DexterityMathematical ReasoningMemorizationMultilimb CoordinationNear VisionNight VisionNumber FacilityOral ComprehensionOral ExpressionOriginalityPerceptual SpeedPeripheral VisionProblem SensitivityRate ControlReaction TimeResponse OrientationSelective AttentionSound LocalizationSpatial OrientationSpeech ClaritySpeech RecognitionSpeed of ClosureSpeed of Limb MovementStaminaStatic StrengthTime SharingTrunk StrengthVisual Color DiscriminationVisualizationWrist-Finger SpeedWritten ComprehensionWritten Expression
Administration and ManagementAdministrativeEconomics and AccountingSales and MarketingPersonnel and Human ResourcesFood ProductionComputers and ElectronicsEngineering and TechnologyDesignBuilding and ConstructionMechanicalMathematicsBiologyPsychologySociology and AnthropologyGeographyMedicine and DentistryPhysicsChemistryHistory and ArcheologyLaw and GovernmentFine ArtsPhilosophy and TheologyPublic Safety and SecurityTelecommunicationsCommunications and MediaTransportationForeign LanguageEnglish LanguageEducation and TrainingTherapy and CounselingCustomer and Personal ServiceProduction and Processing
Monitoring Processes, Materials, or SurroundingsIdentifying Objects, Actions, and EventsInspecting Equipment, Structures, or MaterialsEstimating the Quantifiable Characteristics of Products, Events, or InformationJudging the Qualities of Objects, Services, or PeopleProcessing InformationEvaluating Information to Determine Compliance with StandardsAnalyzing Data or InformationUpdating and Using Relevant KnowledgeDeveloping Objectives and StrategiesScheduling Work and ActivitiesOrganizing, Planning, and Prioritizing WorkPerforming General Physical ActivitiesHandling and Moving ObjectsControlling Machines and ProcessesOperating Vehicles, Mechanized Devices, or EquipmentWorking with ComputersRepairing and Maintaining Electronic EquipmentDocumenting/Recording InformationDrafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentInterpreting the Meaning of Information for OthersCommunicating with Supervisors, Peers, or SubordinatesCommunicating with People Outside the OrganizationRepairing and Maintaining Mechanical EquipmentEstablishing and Maintaining Interpersonal RelationshipsAssisting and Caring for OthersSelling or Influencing OthersResolving Conflicts and Negotiating with OthersPerforming for or Working Directly with the PublicCoordinating the Work and Activities of OthersDeveloping and Building TeamsTraining and Teaching OthersGuiding, Directing, and Motivating SubordinatesCoaching and Developing OthersProviding Consultation and Advice to OthersPerforming Administrative ActivitiesStaffing Organizational UnitsMonitoring and Controlling ResourcesMaking Decisions and Solving ProblemsThinking CreativelyGetting Information
Microsoft ProjectMicrosoft WordWeb browser softwareTableauMicrosoft AccessStructured query language SQLSASMicrosoft PowerPointAutodesk AutoCAD Blue SkyMicrosoft MapPointMicrosoft Power BIPortfolio analysis softwareReadSoftStatistical analysis softwareMicrosoft ProjectMicrosoft WordMicrosoft VisioWeb browser softwareTableauMicrosoft AccessSASMicrosoft PowerPointAutodesk AutoCAD Blue SkyMicrosoft MapPointMicrosoft Power BIPortfolio analysis softwareReadSoftStatistical analysis softwareMicrosoft ExcelSAP softwareMicrosoft VisioOracle Hyperion PlanningOracle Hyperion PlanningFinancial accounting softwareFinancial accounting softwareRisk analysis softwareRisk analysis softwareSunGard Financial Systems AddVantageSunGard Financial Systems AddVantageMicrosoft OutlookOracle HyperionOracle HyperionMicrosoft ExcelMicrosoft Office softwareMicrosoft Office softwareMicrosoft OutlookSAP softwareStructured query language SQL
Chief Executives
Medium38.73%
Determine and formulate policies and provide overall direction of companies or private and public sector organizations within guidelines set up by a board of directors or similar governing body. Plan, direct, or coordinate operational activities at the highest level of management with the help of subordinate executives and staff managers.
Financial Managers
Medium52.15%
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Treasurers and Controllers
Medium49.16%
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Management Analysts
Medium51.36%
Conduct organizational studies and evaluations, design systems and procedures, conduct work simplification and measurement studies, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively. Includes program analysts and management consultants.
Compensation, Benefits, and Job Analysis Specialists
Medium44.74%
Conduct programs of compensation and benefits and job analysis for employer. May specialize in specific areas, such as position classification and pension programs.
Market Research Analysts and Marketing Specialists
Medium47.26%
Research conditions in local, regional, national, or online markets. Gather information to determine potential sales of a product or service, or plan a marketing or advertising campaign. May gather information on competitors, prices, sales, and methods of marketing and distribution. May employ search marketing tactics, analyze web metrics, and develop recommendations to increase search engine ranking and visibility to target markets.
Accountants and Auditors
Medium50.98%
Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
Budget Analysts
Medium53.05%
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
Credit Analysts
Medium60.56%
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
Financial and Investment Analysts
Medium50.96%
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Personal Financial Advisors
Medium51.60%
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Financial Risk Specialists
Medium55.00%
Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.
Financial Examiners
Medium47.79%
Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
Loan Officers
Medium61.78%
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.
Financial Quantitative Analysts
Medium51.50%
Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
Actuaries
Medium47.56%
Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain insurance rates required and cash reserves necessary to ensure payment of future benefits.
Business Intelligence Analysts
Medium52.10%
Produce financial and market intelligence by querying data repositories and generating periodic reports. Devise methods for identifying data patterns and trends in available information sources.
Economists
Medium50.93%
Conduct research, prepare reports, or formulate plans to address economic problems related to the production and distribution of goods and services or monetary and fiscal policy. May collect and process economic and statistical data using sampling techniques and econometric methods.
Securities, Commodities, and Financial Services Sales Agents
High72.23%
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Brokerage Clerks
High79.00%
Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Fundraising Managers
Medium46.88%
Plan, direct, or coordinate activities to solicit and maintain funds for special projects or nonprofit organizations.
Fundraisers
Medium50.88%
Organize activities to raise funds or otherwise solicit and gather monetary donations or other gifts for an organization. May design and produce promotional materials. May also raise awareness of the organization's work, goals, and financial needs.
Insurance Underwriters
Medium56.34%
Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
Tax Preparers
Medium65.75%
Prepare tax returns for individuals or small businesses.